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Stonebridge Financial Group (Missouri)’s American Express AXP Stock Holding History

Stonebridge Financial Group (Missouri)’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-619
Closed -$229K – 169
2025
Q4 		$229K Buy
+619
New +$222K 0.2% 141

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Stonebridge Financial Group (Missouri)'s AXP Position: Q1 2026 in Review

Stonebridge Financial Group (Missouri) sold out of American Express (AXP) in Q1 2026, closing a stake of 619 shares — an estimated $229K sold.

Stonebridge Financial Group (Missouri) first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $229K in Q4 2025. 2,911 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Stonebridge Financial Group (Missouri) reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Stonebridge Financial Group (Missouri) sold 619 American Express shares in Q1 2026, an estimated $229K.
  • Stonebridge Financial Group (Missouri) first reported a position in American Express in Q4 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Missouri)'s American Express position peaked at $229K in Q4 2025.
  • 2,911 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q1 2026, filed 17 Apr 2026.